Third View Private Wealth, LLC has filed its 13F form on January 23, 2026 for Q4 2025 where it was disclosed a total value porftolio of $743 Billion distributed in 269 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $46.2B, Microsoft Corp with a value of $30.1B, Meta Platforms, Inc. with a value of $27.8B, Amazon Com Inc with a value of $27.1B, and Ishares Barclays 20+ Year Trea with a value of $27.1B.

Examining the 13F form we can see an increase of $743B in the current position value.

Third View Private Wealth, LLC is based out at Westport, CT

Below you can find more details about Third View Private Wealth, LLC portfolio as well as his latest detailed transactions.

Portfolio value $743 Billion
Technology: $186 Billion
Communication Services: $105 Billion
Financial Services: $82.1 Billion
Consumer Cyclical: $79.8 Billion
ETFs: $79.7 Billion
Healthcare: $57.8 Billion
Industrials: $51 Billion
Consumer Defensive: $19.7 Billion
Other: $57.6 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 269
  • Current Value $743 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 23, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 269 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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